Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PRIVATE WEALTH PARTNERS LLC | COM NEW | 1001 | $1,509,069 | 15,551 | 0.00 | 0.00 | 1,503 | 10.70 | 12-31-2023 |
| ADVISORY ALPHA LLC | COM NEW | 1002 | $1,503,111 | 15,542 | 0.00 | 0.00 | 4,726 | 43.69 | 03-31-2024 |
| OAK HARBOR WEALTH PARTNERS LLC | COM NEW | 1003 | $1,493,829 | 15,446 | 0.00 | 0.00 | 6 | 0.04 | 03-31-2024 |
| CUNNING CAPITAL PARTNERS LP | COM NEW | 1004 | $1,493,000 | 15,435 | 0.83 | 0.93 | 0 | 0.00 | 03-31-2024 |
